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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1851
MBTD
Mechanics Bank - Trust Department
California
$682K -$30.6K 1 0.16% Reduced
1852
PFBT
Parkside Financial Bank & Trust
Missouri
$682K +$244K 23 0.27% Increased
1853
SFG
SevenBridge Financial Group
Pennsylvania
$681K -$15.5K 5 0.39% Reduced
1854
HFBOT
Home Federal Bank of Tennessee
Tennessee
$678K $0 1 0.35% Maintained
1855
NewEdge Advisors
NewEdge Advisors
Louisiana
$675K -$10.9K 3 0.1% Reduced
1856
BWAM
Boyd Watterson Asset Management
Ohio
$673K $0 1 0.33% Maintained
1857
KHCM
Kettle Hill Capital Management
New York
$673K -$3.22M 1 0.76% Reduced
1858
RQS
Ramsey Quantitative Systems
Kentucky
$670K +$21.5K 2 0.74% Increased
1859
AWP
Ascent Wealth Partners
New York
$669K +$3.46K 1 0.27% Increased
1860
FMLI
Fukoku Mutual Life Insurance
Japan
$668K +$34.8K 3 0.1% Increased
1861
ZAM
Zevin Asset Management
Massachusetts
$662K -$19.2K 1 0.16% Reduced
1862
Hills Bank & Trust
Hills Bank & Trust
Iowa
$658K -$740 1 0.21% Reduced
1863
EA
Elm Advisors
California
$655K +$197K 2 0.52% Increased
1864
TIP
Torray Investment Partners
Maryland
$654K +$194K 1 0.06% Increased
1865
BCAM
Boston Common Asset Management
Massachusetts
$651K -$75.4K 1 0.08% Reduced
1866
FAM
Fortaleza Asset Management
Illinois
$648K -$610K 3 1.18% Reduced
1867
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$646K +$357K 2 0.06% Increased
1868
SCP
Sandhill Capital Partners
New York
$645K -$5.64K 1 0.13% Reduced
1869
SNS Financial Group
SNS Financial Group
Minnesota
$645K -$13K 1 0.17% Reduced
1870
WOC
West Oak Capital
California
$645K +$9.79K 1 0.38% Increased
1871
SGAM
Steinberg Global Asset Management
Florida
$642K -$42.7K 2 0.09% Reduced
1872
RP
Rowlandmiller & Partners
Georgia
$641K +$39.8K 2 0.27% Increased
1873
MCWS
McKinley Carter Wealth Services
West Virginia
$640K -$57.6K 2 0.25% Reduced
1874
NSB
Norway Savings Bank
Maine
$637K -$21.2K 2 0.61% Reduced
1875
SCM
Silver Capital Management
New York
$637K -$510K 2 2.56% Reduced